Editing OpenEdge Payment Integration

This guide will explain how to process a check or credit card using SME, The Hub and OpenEdge.




== Receiving payment on an invoice ==


To receive payment for a specific invoice:


<br>1.	Verify correct customer selected
<br>2.	Click on the '''Customer History''' tab
<br>3.	Click on the '''Invoices''' button
<br>4.	Locate the correct invoice and double click the invoice to open it up

<br>[[File:6-2-2015_8-15-34_AM.png]]



== ==
<br>1.	Verify you are in the Invoicing section of the customer account
<br>2.	Click on the Payments tab
<br>3.	Click on the Online Pay button

<br>[[File:6-2-2015_8-15-34_AM.png]]
@@ Line 1: / Line 1: @@
-This guide will explain how to process a check or credit card using SME, The Hub and OpenEdge (also called PayPros).
+This guide will explain how to process a check or credit card using SME, The Hub and OpenEdge.
-== Features and Benefits ==
-* Integrated with both SME and Mobile Tech for SME for quickly taking payments
-* All completed payments record back into SME avoiding double entry
-* Since SME integrates payments to QuickBooks, these payments also sync into QB creating a seamless single entry system
-* OpenEdge will meet or beat any credit card rates you have now and will also provide $200 credit towards any High 5 Software purchase (as long as this promotion is available)
-* Utilize card swipe devices for lower rates and increased security
-* Fully PCI compliant with all credit card data being stored on OpenEdge system
-* Save payment information for future payments with a single click
-* OpenEdge "decline minimizer" automatically updates credit card info for updated expiration dates or new cards issued
-* Run ACH or eCheck payments for super low rates.  These can also be saved for future payments.
-* Run recurring payments on an automatic regular basis
-== Receiving payment on an invoice ==
-To receive payment for a specific invoice:
-# Verify correct customer selected
-# Click on the '''Customer History''' tab
-# Click on the '''Invoices''' button
-# Locate the correct invoice and double click the invoice to open it up
-<br>[[File:6-2-2015_8-15-34_AM.png]]
+== Receiving payment on an invoice ==
+To receive payment for a specific invoice:
-<br>1.	Verify you are in the '''Invoicing''' section of the customer account
-<br>2.	Click on the '''Payments''' tab
-<br>3.	Click on the '''Online Pay''' button
-<br>[[File:6-2-2015_8-27-29_AM.png]]
+<br>1.	Verify correct customer selected
+<br>2.	Click on the '''Customer History''' tab
+<br>3.	Click on the '''Invoices''' button
+<br>4.	Locate the correct invoice and double click the invoice to open it up
+<br>[[File:6-2-2015_8-15-34_AM.png]]
-The computers default browser will open up the High 5 Hub to the payment details screen for this customers account. *You will need to be logged into the High 5 Hub
-<br>1.	Verify the correct '''Customer''' is displayed
-<br>2.	Verify '''Invoice Number'''
-<br>3.	Verify '''Invoice Amount''' to be charged
-<br>4.	From drop down menu select appropriate method of payment ie Credit Card or Check
-<br>[[File:6-2-2015_8-36-17_AM.png]]
+== ==
+<br>1.	Verify you are in the Invoicing section of the customer account
+<br>2.	Click on the Payments tab
+<br>3.	Click on the Online Pay button
+<br>[[File:6-2-2015_8-15-34_AM.png]]
-The computers default browser will open up the High 5 Hub to the payment details screen for this customers account. *You will need to be logged into the High 5 Hub
-<br>1.	Verify the correct '''Customer''' is displayed
-<br>2.	Verify '''Invoice Number'''
-<br>3.	Verify '''Invoice Amount''' to be charged
-<br>4.	From drop down menu select appropriate method of payment ie Credit Card or Check
-<br>Enter in payment information for either Check or Credit Card
-<br>[[File:6-2-2015_9-24-20_AM.png]]
-<br>Scroll down and click '''Make Payment'''
-<br>If the payment is successful you will see a similar screen shown below.
-<br>[[File:6-4-2015_7-33-49_AM.png]]
-<br>The invoice in SME will now reflect that the payment has been made.
-== Setup Merchant Token ==
-High 5 Software will provide you your merchant token once your credit card processing account is approved.  Perform the following steps to enable your merchant account through SME:
-# Go to Setup>PayPros for sme8 or Setup>Credit Card Process for sme9
-# Check "Enable PayPro" (sme8) or "Enable Credit Card" (sme9)
-# Enter your merchant key or token provided by High 5 Software
-# Enter 1 for credit card processing command
-[[file:MerchantToken.gif]]
-== Using OpenEdge/Paypros without SME ==
-Payment processing can also be done without SME by logging in directly to openedge/paypros.  High5 will provide your login account so you can setup a password.